Owning 35% in Sieyuan Electric Co., Ltd. (SZSE:002028) Means That Insiders Are Heavily Invested in the Company's Future
Soochow: AI siasun robot&automation creates a wave of electrical revolution, accelerating the second curve of electrical equipment & industrial control.
The domestic Ultra High Pressure and distribution networks are making concerted efforts, while overseas demand has entered the second stage of increasing volume.
Is Sieyuan Electric Co., Ltd.'s (SZSE:002028) Recent Stock Performance Tethered To Its Strong Fundamentals?
Research reports on mining for treasure | Northeast Securities: sieyuan electric driven by dual engines domestically and overseas, maintaining a "buy" rating.
The Northeast Securities research report points out that Sieyuan Electric (002028.SZ) is a rare private enterprise in the industry with grid qualifications, and its power transmission and distribution equipment business covers primary and secondary equipment. Company executives come from a professional background, the shareholding structure is stable, and the talent incentive policy is continuously improving, indicating great potential. In terms of in-network business, the investment amount in the national grid is expected to exceed 600 billion yuan for the first time in 2024, and the company, as a quality private enterprise within the grid, is expected to fully benefit. In terms of out-of-network business, the installed capacity of photovoltaic and wind power in our country continues to grow, and the company's out-of-network business achieves high growth along with the increase in new energy installations, with the high-voltage SVG achieving a CAGR of nearly 2 in the last five years.
Sieyuan Electric Co., Ltd.'s (SZSE:002028) Earnings Are Not Doing Enough For Some Investors
Sieyuan Electric (002028.SZ): Currently, the transformers can meet the current delivery requirements.
Gelonghui, October 31st. sieyuan electric (002028.SZ) accepted a specific inquiry on October 30, 2024, regarding "May I ask, how is the current transformer delivery capability of the company?" The company stated that in the past two years, there has been an increase in transformer demand, and currently the transformer production can meet the current delivery needs. The company will also actively coordinate various resources according to different customer delivery deadlines to fully meet customer delivery requirements.
sieyuan electric (002028.SZ): As of the end of the third quarter, the company's overall new orders basically meet the phased objectives.
On October 31, Gelonhui reported that Sieyuan Electric (002028.SZ) received a specific investigation on October 30, 2024, regarding 'How are the orders for the third quarter of 2024 for the company?' The company stated that by the end of the third quarter of 2024, the overall new orders of the company basically met the phased targets. According to incomplete statistics, overseas orders showed a relatively high increase, while domestic orders also maintained a relatively stable growing trend.
Earnings Miss: Sieyuan Electric Co., Ltd. Missed EPS By 20% And Analysts Are Revising Their Forecasts
Siyuan Electric: Report for the third quarter of 2024
Sieyuan Electric's net profit in the first three quarters increased by about 30%, with overseas orders potentially becoming a major driver. | Interpretations
①Sieyuan Electric achieved a double-digit increase in revenue and net profit in Q3, with growth of 29.39% and 34.95% respectively; ②This year, the company's target order is 20.6 billion yuan. When the company accepted institutional research in September, it indicated that the contribution of overseas business to the company's total business volume is expected to continue to increase.
Sieyuan Electric (002028.SZ) subsidiary plans to invest in the construction of a high-voltage intelligent Gas Insulated Switchgear (GIS) production base construction project.
sieyuan electric (002028.SZ) announced that Jiangsu Sieyuan High Voltage Switch Co., Ltd. ("Jiangsu Sieyuan High Voltage"...
sieyuan electric (002028.SZ) released its performance for the first three quarters, with a net income of 1.491 billion yuan, a year-on-year increase of 29.88%.
Sieyuan Electric (002028.SZ) released the third quarter report for 2024. In the first three quarters, the company achieved revenue...
Sieyuan Electric (002028.SZ): The current transformer production capacity can meet delivery requirements.
On October 22, Gelunhui reported that sieyuan electric (002028.SZ) stated on the investor interaction platform that the current transformer production capacity can meet delivery demand.
Guosen Securities: Power grid investment welcomes a new cycle, global energy storage installations are expected to usher in an explosion.
In the third quarter of 2024, domestic main network equipment will enter a period of intensive delivery one after another, and it is expected that the domestic power distribution equipment bidding will start to increase from the fourth quarter of 2024 to the first half of 2025.
Guolian Securities: The resonance of power equipment going abroad and domestic demand is bullish, with the industry's prosperity expected to continue to rise.
Current power equipment has the characteristics of sustained investment growth, excellent performance, and a good supply structure. asia vets the continued improvement of the industry's prosperity, and equipment going global, ultra high pressure, and smart distribution network direction are expected to benefit fully, achieving sustainable growth.
Sieyuan Electric (SZSE:002028) Shareholders Will Want The ROCE Trajectory To Continue
Is Sieyuan Electric Co., Ltd. (SZSE:002028) Worth CN¥66.3 Based On Its Intrinsic Value?
Everbright Securities: From ultra high pressure to the distribution side, investment and security of the power grid will continue to increase.
From ultra high pressure to the distribution side, investment and protection of the power grid will continue to increase. It is recommended to continue to focus on investment opportunities in power equipment export, ultra high pressure, and distribution side.
With a 35% Stake, Sieyuan Electric Co., Ltd. (SZSE:002028) Insiders Have a Lot Riding on the Company
Sinolink Securities: Three major demand drivers accelerate investment in the European power grid, and domestic power equipment goes global to embrace opportunities.
Europe's power grid investment is driven by electricity consumption, power generation, and grid-side demand, with prosperity trending upwards. There is significant pressure on overseas supply chain deliveries, and many transmission and distribution operators are increasing capital expenditures, while top overseas companies are increasing investment to confirm the sustainability of demand.